Blue Zone Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Blue Zone Wealth Advisors’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Sell	61,804 -3,392	-5%	-$482K	2.06%	10
2026 Q1	$6.36M	Buy	65,196 +1,048	+2%	+$111K	1.29%	26
2025 Q4	$7.52M	Sell	64,148 -4,572	-7%	-$582K	1.44%	25
2025 Q3	$8.42M	Sell	68,720 -1,000	-1%	-$114K	1.68%	19
2025 Q2	$8.88M	Sell	69,720 -3,496	-5%	-$379K	2.22%	8
2025 Q1	$6.45M	Buy	73,216 +284	+0.4%	+$27.1K	1.79%	19
2024 Q4	$6.24M	Buy	72,932 +908	+1%	+$75.5K	1.8%	15
2024 Q3	$5.05M	Buy	72,024 +1,532	+2%	+$109K	1.57%	27
2024 Q2	$6.75M	Sell	70,492 -6,532	-8%	-$543K	2.33%	8
2024 Q1	$6.17M	Sell	77,024 -1,572	-2%	-$120K	2.12%	12
2023 Q4	$5.02M	Buy	78,596 +224	+0.3%	+$11.7K	2%	18
2023 Q3	$3.28M	Buy	78,372 +752	+1%	+$29.2K	1.44%	32
2023 Q2	$2.85M	Sell	77,620 -23,404	-23%	-$815K	1.32%	35
2023 Q1	$3.47M	Buy	+101,024	New	+$2.92M	1.85%	20
2022 Q2	–	Sell	-5,320	Closed	-$302K	–	91
2022 Q1	$302K	Buy	+5,320	New	+$248K	0.11%	80
2021 Q4	–	Sell	-3,384	Closed	-$208K	–	102
2021 Q3	$208K	Buy	+3,384	New	+$218K	0.07%	95

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blue Zone Wealth Advisors's CRWD Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its CrowdStrike (CRWD) stake by 5.2% in Q2 2026, selling an estimated $482K and leaving 61,804 shares worth $11.8M. The position accounts for 2.06% of the portfolio, ranked #10.

Blue Zone Wealth Advisors first reported a position in CRWD in Q3 2021 and has held it in 16 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Blue Zone Wealth Advisors held 61,804 shares of CrowdStrike worth $11.8M as of Q2 2026.
Blue Zone Wealth Advisors sold 3,392 CrowdStrike shares in Q2 2026, an estimated $482K.
CrowdStrike made up 2.06% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Blue Zone Wealth Advisors first reported a position in CrowdStrike in Q3 2021 and has held it in 16 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.